The Tasks Master Report can be used to manage outstanding Tasks. It is available off the Reports Menu.
![1](drex_bullet_1.png) Date Range
This is based on Due Date.
Select the required Date Range.
|
![2](drex_bullet_2.png) Go
Click Go to display the Tasks for the selected date range
|
![3](drex_bullet_3.png) Results List
Resulting list of tasks. This list will include completed tasks.
|
![4](drex_bullet_4.png) Filter the results
Use the filter options to remove the completed or other tasks as required.
|
![5](drex_bullet_5.png) Group the results
Group the results as required, for example, by Practitioner.
|
![6](drex_bullet_6.png) Add a new row
|
![7](drex_bullet_7.png) Save Changes
Click to save any changes to Tasks, for example, any tasks ticked as complete or tasks added.
|
![8](drex_bullet_8.png) Preview
Preview the report prior to printing.
|
![9](drex_bullet_9.png) Print
Print the report.
|
![10](drex_bullet_10.png) Export to Excel
Export the report to excel.
|
![11](drex_bullet_11.png) Close
Close the Tasks Master Report.
|
|